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Optimizing Appointment Scheduling with Calendly and Eclipse

Updated over a month ago

One effective solution is integrating Calendly with Google My Business and syncing it strategically with your existing workflow. Here’s how you can do it while avoiding overbookings and ensuring seamless patient scheduling.

Connecting Calendly to Google My Business

A great way to make appointment booking easier for your patients is by linking Calendly to a calendar associated with your Google My Business profile. While this setup doesn’t sync directly with Eclipse, it provides a streamlined way for new and existing patients to schedule appointments online.

Preventing Overbookings with Smart Scheduling

Since Calendly won’t automatically sync with Eclipse, it’s essential to structure your availability in a way that minimizes scheduling conflicts. Here’s a simple approach:

  • If an adjustment appointment typically lasts 15 minutes, instead of setting up 15-minute slots, configure Calendly to allow only one booking per hour.

  • This method ensures that, at most, you have one additional adjustment per hour, reducing the risk of double booking.

Managing Personal Time Off

Calendly allows you to link it to a personal calendar, such as your Google or Outlook calendar. This means that if you have planned vacations, personal appointments, or any other commitments, you can block them off on your personal calendar, and Calendly will automatically prevent bookings during those times.

Integrating with Eclipse and TrackStat

Once an appointment is scheduled through Calendly, you’ll receive a notification. From there, you can manually add the appointment to Eclipse, ensuring it appears in your system. Since TrackStat syncs with Eclipse, this process will automatically trigger appointment confirmations and reminders, keeping your patients informed and reducing no-shows.

Getting Started

To begin using this setup:

  1. Sign up for Calendly and link it to your preferred calendar.

  2. Adjust your scheduling settings to prevent overbookings.

  3. Test the system by booking a few test appointments.

  4. Reach out to support if you need assistance setting up your workflow.

By implementing this approach, you’ll create a more organized scheduling system that enhances patient experience while keeping your practice running smoothly. If you need help with the setup, don’t hesitate to reach out!

Create Canned Replies and Messages with Calendly link

Add the Calendly link to canned replies and saved text and email messages to easily send the link to your patients individually or to multiple patients at one time as needed.

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